Customer Success & Operations Trainee

Customer Success

• Welcome and onboard new customers.
• Explain basic process, product, service, or project flow to customers.
• Follow up with customers for required details, documents, approvals, and feedback.
• Maintain regular communication with customers through phone, WhatsApp, and email.
• Collect customer feedback and share it with the internal team.
• Help customers understand how to use the product or service.

Operations Coordination

• Coordinate with internal team members for project/task updates.
• Track work progress and update status in sheets, CRM, or project management tools.
• Ensure customer requirements are properly documented.
• Follow up with internal teams to complete tasks on time.
• Maintain customer-wise project and activity records.

Payment Follow-up

• Share payment reminders with customers professionally.
• Follow up on pending payments, renewal payments, AMC, hosting, subscription, or service payments.
• Update payment status in tracking sheets or CRM.
• Coordinate with accounts/admin team for invoices and receipts.
• Ensure payment communication is polite and relationship-friendly.

Reporting

• Prepare daily/weekly updates on customers, projects, pending items, and payments.
• Maintain customer database and follow-up records.
• Escalate delayed tasks, customer issues, or payment delays to the manager.

Skills Required

• Good communication skills in English and Kannada/Hindi.
• Basic computer knowledge.
• Ability to use Google Sheets, Gmail, WhatsApp, and CRM/project tools.
• Good follow-up discipline.
• Polite and professional customer handling.
• Willingness to learn business operations and customer success.

Preferred Skills

• Basic understanding of websites, software, SaaS, digital marketing, or IT services.
• Prior internship or telecalling/customer support experience is an advantage.
• Ability to write simple emails and messages.

Candidate Profile

• Freshers, interns, or trainees can apply.
• Suitable for BBA, B.Com, MBA, BBM, or any graduate.
• Must be organized, responsible, and comfortable speaking with customers.

Learning Opportunities

• Customer relationship management.
• SaaS/product onboarding.
• Business operations.
• Payment follow-up process.
• Project coordination.
• CRM and reporting.
• Client communication.

Reporting To

• Founder / Operations Manager / Customer Success Manager